Founders Financial Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Sell
9,851
-217
-2% -$92.1K 0.95% 21
2025
Q1
$3.64M Sell
10,068
-682
-6% -$246K 0.88% 24
2024
Q4
$4.32M Sell
10,750
-264
-2% -$106K 1.19% 17
2024
Q3
$4.13M Sell
11,014
-385
-3% -$145K 1.15% 17
2024
Q2
$4.16M Sell
11,399
-196
-2% -$71.4K 1.23% 14
2024
Q1
$3.91M Sell
11,595
-30
-0.3% -$10.1K 1.17% 16
2023
Q4
$3.52M Sell
11,625
-41
-0.4% -$12.4K 1.37% 13
2023
Q3
$3.1M Sell
11,666
-2
-0% -$532 1.36% 11
2023
Q2
$3.21M Buy
11,668
+5
+0% +$1.38K 1.26% 12
2023
Q1
$2.85M Buy
11,663
+59
+0.5% +$14.4K 1.42% 12
2022
Q4
$2.49M Sell
11,604
-38
-0.3% -$8.14K 1.14% 17
2022
Q3
$2.45M Sell
11,642
-1,682
-13% -$354K 1.25% 11
2022
Q2
$2.91M Buy
13,324
+1,676
+14% +$367K 1.48% 8
2022
Q1
$3.23M Buy
11,648
+18
+0.2% +$5K 1.44% 8
2021
Q4
$3.55M Sell
11,630
-523
-4% -$160K 1.43% 8
2021
Q3
$3.33M Buy
12,153
+273
+2% +$74.8K 1.56% 8
2021
Q2
$3.23M Buy
11,880
+34
+0.3% +$9.24K 1.47% 8
2021
Q1
$2.92M Buy
11,846
+32
+0.3% +$7.88K 1.44% 10
2020
Q4
$2.85M Sell
11,814
-167
-1% -$40.3K 1.61% 8
2020
Q3
$2.6M Buy
+11,981
New +$2.6M 1.55% 8